HSBC Global Viewpoint
640 episodes — Page 1 of 13
The Macro Brief - The Fed under new management
Under the Banyan Tree - India: Energy, El Niño and economic growth
The Macro Brief - The ECB's next move
Perspectives: Orchestrating AI models
Under the Banyan Tree – Unexpected moves in Asian FX
Perspectives: The evolution of the London Stock Exchange
Perspectives: The confluence of TradFi and DeFi
The Macro Brief – State of US tariffs
Under the Banyan Tree - China's urbanisation 2.0
Perspectives: Trust and leadership in the age of AI
The Macro Brief – Future healthcare in focus
Perspectives: The new energy system
Under the Banyan Tree – Asia remittances: a quiet cost from the Gulf
Under the Banyan Tree – Shades of '99?
Perspectives: Inspiring ambition
The Macro Brief – Rate rises on the radar
Perspectives: Tokenisation and trust
The Macro Brief – Three eye-opening AI stats
Under the Banyan Tree – US, China and more chocolate cake?
Perspectives: The rewiring of global trade
Perspectives: Unpacking the global coffee market with DRWakefield
Perspectives: Beyond the dollar
The Macro Brief – Containers and crude
Perspectives: The age of abundance
The Macro Brief – What will a Warsh Fed look like?
Under the Banyan Tree - How is China using agentic AI?
Perspectives: Inside the Fed
Perspectives: Energy shocks and security
Under the Banyan Tree – Behind one of the biggest rallies we've ever seen
The Macro Brief – Fuel, food and fertilisers
The Macro Brief – Talking points from the HSBC Global Investment Summit
Under the Banyan Tree – From the gas station to the stock exchange
Under the Banyan Tree – Get ready for a LOT of driverless cars in China
The Macro Brief – Tracking economic disruption
The Macro Brief – The dollar bounces back
Paul Mackel, Global Head of FX Research, looks at how the currency markets have reacted to geopolitical tensions.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/WsVqFksStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – Asia's financial systems: The Middle East stress test
With record outflows from Asian stock markets and currencies feeling the pinch, Fred and Herald discuss how the region is relatively well positioned to ride out the volatility caused by the Middle East conflict.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/dhmHSSRStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
The Macro Brief – Shock to the system
Janet Henry, Global Chief Economist, looks at what the unprecedented energy shock means for the economic outlook.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/qQcrkHBStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – Energy crisis: a green light for renewables?
As the global energy crisis intensifies, Fred and Herald welcome Nneka Chike-Obi to the podcast to discuss whether the situation could breathe new life into renewables in Asia.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/fnh6gsrStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
The Macro Brief – Testing emerging market resilience
Murat Ulgen and Ali Cakiroglu look at whether geopolitical developments have dampened investor sentiment towards emerging market assets.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/HDtKZRkStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – South Asia Spotlight: Sri Lanka and Bangladesh
Economists Ines Lam and Aayushi Chaudhary join Fred for a broad discussion on two fast-growing Asian economies that don't get talked about enough.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/QM7HBW9Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
Treasury Beyond Borders - When markets move: How treasurers stay ahead
In this episode, Rahul Badhwar, Global Head of Corporate Sales, Markets and Securities Services, HSBC, joins Eleanor Hill, Editor at TMI, to explore practical strategies for risk management, stress-testing risk frameworks, and leveraging AI for thorough, reliable forecasting. Tune in to hear how treasurers can build resilience, protect margins, and navigate uncertainty in today’s fast-moving markets.Disclaimers:This podcast is based on insights gathered from a survey conducted prior to the onset of conflict in Iran. Please be aware that certain market conditions discussed may have since changed.This podcast is intended as marketing material based on survey findings and should not be considered financial advice.Views of external guest speakers do not represent those of HSBC.
The Macro Brief – LatAm's moment?
Joseph Incalcaterra, Daniel Lavarda and Jose Carlos Sanchez from our LatAm team look at what’s behind the pick-up in investor interest in the region.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/7FrWTv2Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – The unintended consequences of conflict
As the world's eyes remain on the Middle East, Fred and Herald discuss the second round economic effects of events and how they reverberate in Asia.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/b6LJQSVStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
The Macro Brief – The Middle East: energy and shipping
Kim Fustier and Parash Jain look at what the Middle East conflict means for oil and gas prices, transport and logistics.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/S2t9LFwStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – What Middle Eastern oil means for Asia
With events in the Gulf reverberating globally, Herald and Fred discuss Asia's reliance on oil from the Middle East and what price changes could mean for various parts of the economy.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/7twPV9jStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
The Macro Brief – What do Europe and the weather have in common?
Liz Martins, Senior UK Economist, looks at whether a pick-up in the latest data marks a turning point for Europe’s economies.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/hHnMpXxStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – How to read a record-breaking CNY
Back from the Chinese New Year break, Fred welcomes Chief China Economist Jing Liu and Head of A-share Consumer Research Kathy Song to the podcast to talk holiday spending in Asia's top economy.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/20/wT2k7f6 Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
The Macro Brief – The USD's struggle
Paul Mackel, Global Head of FX Research, looks at what’s causing USD weakness and which currencies could stand to benefit.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/rdpJ66bStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – China's silver spenders
Herald and Fred dive into the world of Chinese demographics, discussing the effects of an aging population on spending trends and the wider economy.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/ztJvBkxStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
Perspectives: Navigating sustainable infrastructure transition with Grupo Mexico
Irma Potes, Director of Community Outreach, Grupo Mexico, Paulina Serrano, Deputy Director of Sustainability, Grupo Mexico, joins Natalie Blyth, Global Head of Sustainable Finance & Transition, HSBC and Jose Carlos Sanchez, Mexico Chief Economist, HSBC Global Investment Research, to discuss Grupo Mexico's innovative approach to sustainability transition as well as their impact on communities and the environment.This episode was recorded on 16 October 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.